Private Client Investment Associate: Wealth Management
JPMorgan Chase & Co.
A leading financial institution is seeking a Private Client Investment Associate in Seattle. This role involves providing exceptional client service and operational support to Advisors within Wealth Management. Responsibilities include managing operational requests, fostering client relationships, and ensuring compliance with Risk Management procedures. The ideal candidate will need a Series 7 license and must obtain additional certifications within 60 days of employment. Join a team committed to client satisfaction and operational excellence. #J-18808-Ljbffr JPMorgan Chase & Co.
Vacancy posted 3 days ago
Similar jobs that could be interesting for youBased on the Private Client Investment Associate: Wealth Management in Seattle, WA vacancy
- Chase is seeking a Private Client Investment Associate in Seattle to provide client service and operational support within Wealth Management. You will engage with clients, assist Advisors with ongoing wealth planning, and ensure compliance with operational procedures. Key...Suggested
- ...an enthusiasm for helping our clients, taking care of our employees,... ...and inclusion. Using a broad investment product and thought leadership... ...meet their financial needs. As a Private Client Investment Associate in J.P. Morgan Wealth Management, you will provide client...Suggested
- ...Private Client Investment Associate At J.P. Morgan Chase, we have an enthusiasm for helping our clients, taking care of our employees, building... ...a Private Client Investment Associate in J.P. Morgan Wealth Management, you will provide client service, operational...Suggested
- ...Bank is seeking a Relationship Associate to provide administration and support for client relationships in Seattle, WA.... ...involves working closely with the Wealth Management team to maintain high service... ...a strong understanding of investment and trust administration. A comprehensive...Suggested
$25 - $44 per hour
Job Description Merrill Wealth Management is a leading provider of comprehensive wealth management and investment products and services for individuals, companies, and institutions... ...Advisors and Wealth Management Client Associates help clients pursue the life they...SuggestedHourly paySeasonal workWork at officeShift workDay shift$60k - $70k
Oppenheimer & Co Inc is seeking a Registered Client Service Associate in Seattle or Bellevue. This role supports Financial Advisors with client relations and daily operations in a wealth management practice. Candidates should have 3+ years of relevant experience, strong...- One Oak Wealth Management in Seattle is seeking a Client Service & Operations Associate to enhance the client experience. This role is crucial in managing workflows and ensuring advisors can focus on clients. The ideal candidate will have 3-5 years in wealth management...
- JPMorgan Chase & Co. is seeking a Private Banker in Seattle, WA, responsible for advising families on wealth management. The ideal candidate will have... ...requires strong knowledge of investments, financial planning, and an excellent client experience focus. Candidates should...
$148.5k - $174.7k
...Private Wealth Advisor U.S. Bank Private Wealth Management (PWM) helps clients identify and achieve their financial objectives. Our teams advise clients holistically on wealth and estate planning, investments, banking, credit, insurance, charitable giving, and fiduciary...Temporary workWork experience placement3 days per weekU.S. Bancorp
Seattle, WA3 days ago$70k - $95k
Overview Client Service & Operations Associate — Wealth Management Company: One Oak Wealth Management Location: South Lake... ..., as the firm scales. We invest in our people from within — supporting... ...management, brokerage, or private banking operations Exceptional...Work at office$68.64k - $80k
...Wealth Advisor LPL Financial collaborates with banks to provide... ...services tailored to their clients' needs. This exciting opportunity... ...banking, lending, and wealth management needs of its clients.... ...branches) to deliver Non-Deposit Investment Products (NDIPs) and services...Work at officeLocal areaLPL Financial
Seattle, WA3 days ago- ...Associate Vice President and Wealth Advisor About the Company Premier investment advisor & manager Industry Investment Management Type Privately Held About the Role The Company is seeking... ...within a sophisticated, client-first advisory platform....
- ...Associate Advisor Greater Seattle Area ISC's... ...prominent Registered Investment Advisor (RIA) with offices... ...customized wealth management and investment advisory... ...generational families. Our client is seeking an... ...within wealth management, private wealth, family office...For contractorsWork at office
International Search Consultants
Seattle, WA8 days ago $125.4k - $181.88k
...environment, and our associates dedicate thousands of... ...Yourself. The Senior Private Wealth Advisor, Practice... ...helping high net worth clients achieve long-term... .... While not a people management position, this role will... ...'Personal Strategy' investment strategy; recommend,...16 hoursTemporary workWork experience placementCasual workPrivate practiceWork at officeLocal areaRemote workWork from homeFlexible hoursEmpower Retirement
Seattle, WA3 days ago- Equitable Advisors seeks a Wealth Management Associate for the Retirement Benefits Group in Bellevue, WA. This role emphasizes client engagement and personalized financial solutions, fostering a positive community impact. Candidates are offered a structured path for professional...
- A leading financial services firm in Bellevue, WA is seeking a Wealth Management Associate to build client relationships and develop personalized financial strategies. Qualified candidates enjoy flexible schedules, comprehensive training, and mentorship opportunities. This...TraineeshipFlexible hours
- Boutique Recruiting is seeking an Advisor in Bellevue, WA, to drive impact in wealth management. This role involves building and managing a client portfolio of high-net-worth individuals. The ideal candidate will have over 5 years of experience, a Series 65 certification...
$60k - $125k
A leading global financial firm in Seattle is seeking a Wealth Management Professional to manage ultra-high net worth client relationships. You will collaborate with Private Wealth Advisors and oversee asset movements while delivering unparalleled service. Required qualifications...$125k - $200k
A wealth management firm is seeking a dedicated professional to manage client service experiences and provide strategic financial planning. Candidates should have a Bachelor's degree in Finance or Economics and certifications such as CFP or CFA. Strong analytical and communication...$60k - $70k
A leading financial services firm is seeking a client associate in Seattle. This role involves maintaining client information systems, educating clients on services, and preparing reports for meetings. Ideal candidates will have 1-3 years of client service experience in...$90k - $120k
...Portfolio & Wealth Planning Analyst Robertson Stephens Wealth Management ("Robertson Stephens") is a privately held national wealth management firm... ...most legendary tech-focused investment banks. In the 1990s, the... ...with over $8.5 billion in client assets and 26 locations...Temporary workWork at officeFlexible hours$125k - $200k
Freestone Capital Management is looking for an experienced recruiter to join their team in Seattle. This role focuses on sourcing and recruitment... ...advisors, requiring 5+ years in recruiting, ideally in wealth management. The ideal candidate will drive sourcing strategies,...$80k - $115k
...deep financial expertise for crafting tailored investment strategies. This role involves leading client engagements, executing sophisticated financial plans... .... The ideal candidate will have over 5 years of wealth management experience and a bachelor's degree in a related...- Charles Schwab is seeking a Sr. Manager, Wealth Advisor to join its esteemed Wealth Advisory team in Bellevue... ...Washington. This role emphasizes personalized investment advisory services, allowing you to develop strong client relationships while mentoring junior team...
$110k - $160k
Retirement Resource Center, LLC. is looking for an Associate Wealth Advisor & Portfolio Manager in Kirkland, WA. The chosen candidate will manage investment accounts and provide leadership in financial planning. This role requires a CFP® designation and 5-9+ years in wealth...Remote work- ...Merrill Wealth Management is a leading provider of comprehensive wealth management and investment products and services for individuals, companies, and institutions... ...Financial Advisors and Wealth Management Client Associates help clients pursue the life they envision...Seasonal workWork at officeWork from homeShift workDay shift
- Wealth Planning & Advice is a group of experts in trusts... ...operating businesses, private foundations, etc.).... ...advisors and their clients to educate them about... ...concentrated position management (such as 10b5‑1 plans,... ...products and platforms (investment, banking and lending)...Work at officeLocal area
$65k - $85k
UBS is seeking a full-time Client Service Associate in Bellevue, Washington. This role involves maintaining client information systems, educating clients about account services, and preparing materials for client meetings. Ideal candidates will have 1-3 years of experience...Full time- Bank of America in Seattle is looking for a dedicated client service professional to support Financial Advisors in delivering excellent... ...role requires a strong focus on client needs and the ability to manage multiple responsibilities in a fast-paced environment. The ideal...
$99k - $266k
...Competency: Industry Tax Practice Industry/Sector: Asset and Wealth Management Time Type: Full time Travel Requirements: Up to 40%... ...people in tax services focus on providing advice and guidance to clients on tax planning, compliance, and strategy. These individuals...Full timeH1bPwC
Seattle, WA4 days ago
Do you want to receive more vacancies?
Subscribe and receive similar vacancies to Private Client Investment Associate: Wealth Management. Be the first to apply!
Related searches
- client solutions associate Seattle, WA
- client relationship associate Seattle, WA
- client services associate Seattle, WA
- client success associate Seattle, WA
- registered client associate Seattle, WA
- client account associate Seattle, WA
- investment advisor Seattle, WA
- investment consultant Seattle, WA
- investment part time Seattle, WA
- investment coordinator Seattle, WA